Taking a backup means copying one or more files to a separate location. Taking regular backups of your cash plans is vital for protecting your household finances information from mishaps. With a current backup, you can recover a cash plan by restoring from the most recent backup.
You can take a backup or initiate a restore at any time from the Plan admin menu.
You Need A Cash Plan will alert you to the need for a backup of the currently open cash plan by displaying the below reminder message box when appropriate.
You can turn this backup reminder off in the reminder message box or in Options, but doing so is not recommended.
Where you store your backups is just as important as taking them. One of the mishaps you are protecting your information from is a computer crash that results in all of the data on the hard drive being lost. Ideally, at least one of your backups for each cash plan will be on a device that is separate from your computer's hard drive. Backups could, for example, be on a thumb drive, an external hard drive, a service like Dropbox or Sync, or some other free service in the cloud.
Doing a restore means replacing all of the information in the open cash plan with the information stored in a backup location. Restoring a cash plan removes all activity done in the plan after the point at which the backup was taken.
Cash plans are typically restored to: